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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,796 | $56,110+81.4% | $94,993+7.2% | $70,126+45.2% |
| Participation rate | 30.0% | 65.0%-35.0pp | 73.9%-43.9pp | 69.5%-39.5pp |
| Annual return | 21.04% | 51.02%-30.0pp | 27.14%-6.1pp | 73.15%-52.1pp |
| Employer contribution / active EE | $400 | $1,442-72.3% | $2,603-84.6% | $2,343-82.9% |
| Participant deferral / active EE | $1,532 | $2,391-35.9% | $3,317-53.8% | $3,332-54.0% |
| Admin fee / account holder | $954 | $3,456-72.4% | $4,960-80.8% | $4,645-79.5% |